OSAIC HOLDINGS, INC.
Position in FCAL — First Trust California Municipal High income ETF
CIK 1677044
SCOTTSDALE, AZ
Position in FCAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,748,783
+$1,353,512 QoQ
Shares Held
55,361
+94.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 31 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in FCAL Over Time
Shares Held
Position Value (USD)
All Filings in FCAL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,748,783 | 55,361 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,395,271 | 28,539 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,610,908 | 32,671 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,636,623 | 33,558 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,075,391 | 22,418 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $1,708,705 | 35,202 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,286,977 | 26,068 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $1,230,564 | 24,523 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,819,018 | 36,733 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,514,920 | 30,512 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,653,717 | 33,134 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,095,377 | 44,356 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,644,104 | 33,560 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $1,623,359 | 32,975 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,525,978 | 31,535 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,486,909 | 31,758 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,510,412 | 31,223 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,021,649 | 20,052 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,187,202 | 21,690 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $1,232,624 | 22,607 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,338,134 | 24,301 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $1,274,365 | 23,630 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,166,850 | 21,570 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,131,555 | 21,433 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,788,722 | 34,270 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,563,506 | 30,591 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||